Investment Advisor Representative and Lead Portfolio Manager
John Berkley is the Lead Portfolio Manager and a Financial Advisor at Uncommon Cents Investing. John is well-known for his insight and expertise that he shares freely in this weekly show on WCLO radio, More for Your Money.
John has been managing money for individuals and families for more than 40 years. His genuine interest in investing started in High School. This quickly developed into a passion for wealth accumulation, teaching others about the power of making good financial decisions, and creating prosperity through investing. He started building retirement plans and portfolios for Janesville teachers, then moved on to help many of his colleagues at General Motors. This familiarity with local retirement plans and pensions helps him provide specialized advice and understand common challenges.
Through his many years of experience and countless client conversations, John has the impressive ability to deliver a unique perspective on situations and provide advice from every angle.
His specialty is active investment management, which allows him to tailor a portfolio for a particular client’s needs. This provides much more risk control than the cookie-cutter solutions offered at so many of the large wealth management firms.
John is a lifelong resident of Janesville, Wisconsin. He graduated from the University of Wisconsin-Whitewater with a Bachelor of Science degree in economics in 1970. John became a Registered Representative with SII Investments in 1977. He helped transition the business to a Registered Investment Advisor in 2017 and enjoys every moment he gets to discuss investing and the stock market. He is grateful to be able to live out his passion and share it.
John is married and has three adult children.